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Rise Advisors’s Equifax EFX Stock Holding History

Rise Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-81
Closed -$20.8K – 505
2025
Q3 		$20.8K Buy
81
+2
+3% +$503 0.01% 549
2025
Q2 		$20.4K Hold
79
– – 0.01% 529
2025
Q1 		$19.1K Sell
79
-1
-1% -$251 0.01% 517
2024
Q4 		$20.5K Hold
80
– – 0.01% 635
2024
Q3 		$23.6K Hold
80
– – 0.01% 574
2024
Q2 		$19.5K Hold
80
– – 0.01% 656
2024
Q1 		$21.4K Buy
+80
New +$20.4K 0.01% 604

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Rise Advisors's EFX Position: Q4 2025 in Review

Rise Advisors sold out of Equifax (EFX) in Q4 2025, closing a stake of 81 shares — an estimated $20.8K sold.

Rise Advisors first reported a position in EFX in Q1 2024 and held it in 7 quarters. The position peaked at $23.6K in Q3 2024. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Rise Advisors reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 81 Equifax shares in Q4 2025, an estimated $20.8K.
  • Rise Advisors first reported a position in Equifax in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Equifax position peaked at $23.6K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.